Handling Unit Management (LO-HU)

Transcription

1 HELP.LOHU Release 4.6C

2 SAP AG Copyright Copyright 2000 SAP AG. All rights reserved. No part of this brochure may be reproduced or transmitted in any form or for any purpose without the express permission of SAP AG. The information contained herein may be changed without prior notice. Some software products marketed by SAP AG and its distributors contain proprietary software components of other software vendors. Microsoft, WINDOWS, NT, EXCEL, Word and SQL Server are registered trademarks of Microsoft Corporation. IBM, DB2, OS/2, DB2/6000, Parallel Sysplex, MVS/ESA, RS/6000, AIX, S/390, AS/400, OS/390, and OS/400 are registered trademarks of IBM Corporation. ORACLE is a registered trademark of ORACLE Corporation, California, USA. INFORMIX -OnLine for SAP and Informix Dynamic Server TM are registered trademarks of Informix Software Incorporated. UNIX, X/Open, OSF/1, and Motif are registered trademarks of The Open Group. HTML, DHTML, XML, XHTML are trademarks or registered trademarks of W3C, World Wide Web Consortium, Laboratory for Computer Science NE43-358, Massachusetts Institute of Technology, 545 Technology Square, Cambridge, MA JAVA is a registered trademark of Sun Microsystems, Inc., 901 San Antonio Road, Palo Alto, CA USA. JAVASCRIPT is a registered trademark of Sun Microsystems, Inc., used under license for technology invented and implemented by Netscape. SAP, SAP Logo, mysap.com, mysap.com Marketplace, mysap.com Workplace, mysap.com Business Scenarios, mysap.com Application Hosting, WebFlow, R/2, R/3, RIVA, ABAP, SAP Business Workflow, SAP EarlyWatch, SAP ArchiveLink, BAPI, SAPPHIRE, Management Cockpit, SEM, are trademarks or registered trademarks of SAP AG in Germany and in several other countries all over the world. All other products mentioned are trademarks or registered trademarks of their respective companies. 2 April 2001

3 SAP AG Icons Icon Meaning Caution Example Note Recommendation Syntax Tip April

4 SAP AG Contents... 7 Handling Unit Management... 8 Handling Unit Packaging Materials Control Parameters Packing Instruction Unique Identification of Handling Units Handling Unit Management Within Logistics Packing Overviews That Are Relevant for Packing Working with Handling Units Creating Empty Handling Units Pack Packing per Partial Quantity Packing If Full New HU per x HUs Single Entry Unpacking Emptying Handling Units Deleting Handling Units Deleting Assignments Finding Handling Units Assigning New Numbers for Handling Units Entering and Selecting Serial Numbers Editing Detailed Data for Handling Units Display Allowed Packaging Materials Automatic Packing Generating Handling Units Automatically in the Background Packing Proposal Hierarchical Display in the Packing Transaction Create an HU Proposal Based on a Packing Instruction Create an HU Proposal Manually Changing the HU Proposal Packing Status Check Profile Handling Unit Proposal Check an HU Proposal Simulate Handling Unit Creation Packing with Packing Instructions Packing Instruction Create a Packing Instruction Texts in the Packing Instruction Enter a Text Item in a Packing Instruction Link a Document to a Packing Instruction Packing Instruction Determination Creating Determination Records April 2001

5 SAP AG Pack at a Packing Station Packing Deliveries at a Packing Station Pack Non-Assigned Handling Units Goods Movements with Handling Units Posting Goods Movements for HUs and Materials Reversing Goods Movements for HUs Packing for Inbound and Outbound Deliveries Packing Delivery Items Generation of Delivery Items for Packaging Materials Automatic Packing in the Delivery Automatic Packing Through Order Proposal Packing Automatically when Creating Deliveries Pack Using External Systems Packing Deliveries in Shipments Handling Units in Repetitive Manufacturing Packing in Repetitive Manufacturing Backflushing Handling Units in Repetitive Manufacturing Handling Units in Production Orders Material Staging of Components with WM Material Staging via Outbound Delivery Create Transfer Order for Outbound Delivery Confirm Transfer Order Post Goods Issue with HU via an Outbound Delivery Post Goods Issue with HU via Production Order Material Staging via Transfer Requirement Create Transfer Order for Transfer Requirement Material Staging of Components without WMI Picking with HU Post Goods Issue with HU Packing the Material Produced Packing Material Post goods receipt with HU Canceling Goods Movements for HU Handling Units in Process Manufacturing Production Supply Picking via Central Picked Items Locations Manual Picking with Process Orders Picking HUs Manually (Process Order) Automatic Picking for Process Orders Picking with WM for Release Order Parts Material Identification Carrying Out Completeness Checks Carrying Out Sequence Checks Separate Goods Issue Posting Carrying Out Separate Goods Issue Posting Partial Goods Issue Posting with HU Material Reconciliation April

6 SAP AG Creating a Class for Material Reconciliation Classifying Components for Material Reconciliation Handling Units in the Warehouse Goods Receipt and Stock Putaway Goods Receipt Handling with Reference to Inbound Deliveries Goods Receipt Handling without Reference to Inbound Deliveries Putting Away Handling Units Using Inbound Deliveries Quality Inspection at Goods Receipt Using HUs Goods Movements Stock Transfers Posting Changes Repack, Pack, Unpack Replenishment Goods Issue and Picking Picking of Handling Units for Deliveries Picking of Handling Units for Production Inventory of Handling Units Radio Frequency Goods Receipt and Goods Issue Putaway Picking/Replenishment Posting Changes Pick and Pack by Delivery Pack and Unpack Printing Using the User Exit Handling Units in Inventory Management Serial Numbers in Handling Units Quality Inspection for Handling Units Printing and Communication for Handling Units EAN Label Printing for EAN Adapting the Label Layout Evaluation and Analysis Handling Unit Monitor April 2001

7 SAP AG April

8 SAP AG Handling Unit Management Handling Unit Management Purpose You can use Handling Unit Management (HUM) to reflect packing-based logistics structures in the SAP System. Using this method, you track the movements of entire handling units [Page 10] and the materials they contain rather than tracking each material individually. When you base logistics processes [Page 19] on handling units, goods movements processing is made easier, which in turn optimizes all logistics operations. This simplified processing includes the existing packing function in shipping and warehouse processing in the Warehouse Management system, which is expanded here. Features In the system, the handling unit [Page 10] (HU) expands on the shipping unit. Handling units can be nested, which means that you can create new handling units from several handling units as often as you like. At the material item level, HUs contain the complete material identification, the quantity, and, in the case of serial numbers [Page 190], the respective object list. Handling units have unique, scannable identification numbers that can be developed according to standards such as EAN 128 or SSCC. Handling units contain all inventory management information of the materials they contain that are maintained in Inventory Management. There are also status messages that you can call up at any time that indicate whether a handling unit is only planned or if the ship-to party has been notified of the arrival of this handling unit, or whether it is in the warehouse or has already been posted to goods issue. The integrated history function also records each business process in the life cycle of each handling unit, meaning that you can track the handling unit s path and development at any time. In HU-managed storage locations, all goods movements are executed through the specification of the respective HUs, and Inventory Management is performed through the handling units. If you are not working with HU-managed storage locations, you can use handling units (without stock information) as before in the delivery and in the shipment. In HU-managed storage locations, materials can be managed in HUs only. Mixed stock (stock made up of packed and non-packed materials within the same storage location) is not supported. HUs can also be managed in interim storage types. Unpacking a material from an HU means that the stock of the material is posted to a storage location that is not HU-managed. If you call up normal material movements in connection with an HU-managed storage location, a delivery is created, rather than a direct material posting, which has been the procedure up to this point. Handling units are unique at client level in at least one system. Using an indicator at client level (see Unique Identification of Handling Units [Page 18]), you can control whether you are going to work with the HU functions. Since the handling unit is a physical unit, the central logistics processes are controlled through the input of the handling unit identification. These processes include putaway, picking, and stock transfers, as well as goods receipts and goods issues. A handling unit s mobility can be limited if quality checks are active. Changes in the stock category caused by a quality inspection are made using a posting change in the handling unit. 8 April 2001

9 SAP AG Handling Unit Management There is also a report available that you can use to find and display handling units using different selection criteria such as material, packing instruction, or storage location. Although the handling unit is basically a unit that remains constant in the system, you can change it by repacking the materials it contains. All the packing functions, such as packing, repacking, and unpacking, are completely supported by the handling unit function. In this way, handling units can be created in production, during goods receipt, or in the packing areas of the warehouse. If you have automatic packing, the handling unit is created from the packing proposals defined in the system (from the packing instructions, for example). April

10 SAP AG Handling Unit Handling Unit Definition A handling unit is a physical unit that consists of the packaging materials (load carrier / packaging material) and the goods contained therein. A handling unit is always a combination of materials and packaging materials [Page 12]. All the information contained in the material items, such as batches and serial numbers, is always available by way of the handling units. Handling units can be nested, meaning that you can also create new handling units from several handling units as often as you like. Handling units have unique, scannable identification numbers that can be formed according to standards such as EAN 128 or SSCC. Pallet = HU 110 Pallet = HU 120 Container = HU 100 Package HU 111 Package HU 112 Package HU 121 Package HU 122 SAP AG Filename Date/ 1 Figure 1: Handling unit example Structure The handling unit object contains the following attributes: Identification number Dimensions Weight Volume Status Materials and quantities Packaging materials Packing instructions A handling unit consists of a handling unit header and handling unit items. For identification purposes, it is given a unique number. Handling unit header The header data of a handling unit is divided in the following way: Weight/Volume/Dimensions 10 April 2001

11 SAP AG General data Means-of-transport data Additional data Handling Unit Output determination procedure For more information about each of these detailed points, see Editing detailed data for handling units [Page 40]. Status The handling unit is linked to general status management. In this way, the various physical states (planned or implemented) and other attributes (weighed, loaded, blocked or posted goods issue) of handling units can be documented. You can use the HU_ST_INIT user parameter when you create handling units without object reference to set which initial status the handling unit is to have when it is created. If you want to implement a status of your own, you can define a user-specific procedure for the packaging material type (see also Define Packaging Material Types [Ext.]). Handling unit item The items of a handling unit can consist of material items, packaging materials or other handling units that appear in an overview. For more information about this overview, see the Contents section of Editing detailed data for handling units [Page 40]. To access the item data of an individual handling unit, select the handling unit concerned and choose Goto Detailed HU data Contents. Integration Handling units can be used in all processes within the supply chain. April

12 SAP AG Packaging Materials Packaging Materials Definition Packaging materials are intended to enclose or hold together the materials that are to be packed. In other words, the material that is to be packed can be packed into or onto the packaging material. The packaging material can be a load carrier. The most important packaging materials include crates, boxes, containers, wire baskets, and pallets. Box Wire basket Pallet Container Crate Truck Use You have to maintain the material master data for each packaging material you want to use. When creating material master records for packaging materials, enter either material type VERP (packaging) or a customer-specific material type that you have already set in Customizing. Material type VERP contains additional packing-relevant fields (Sales: General/Plant Data screen). You can use the field selection to make the additional fields available for input for all of the material types. The gross weight and the volume that you enter in the material master have special significance for packing. When you create a handling unit (HU), the system automatically copies the packaging material s master data and uses the gross weight and volume as the packaging material s tare weight and tare volume. The tare weight and tare volume refer to the gross weight and gross volume of the packaging material. In the case of a container, the tare weight is the weight of the unloaded container (the total weight less the weight of the goods and packaging materials that are packed in the container). 12 April 2001

13 SAP AG Structure Packaging Materials If you choose the Sales: General/Plant Data view in the material master data of the packaging material, you can maintain the following data on the Packaging material data section of the screen: Packaging material type The packaging material type is a grouping of packaging materials with several control parameters, which is defined in Customizing for packing and which controls the following: Sorting in the handling unit display, so that the packaging materials can be displayed in order of size, for example. An output determination procedure in which handling unit outputs can be defined A packaging material category, which subdivides the packaging materials For example, in handling units with a packaging material category of means of transport, it dictates that additional fields, such as Driver and Alternate driver are available for input. A plant determination rule that defines, in delivery processing, the plant from which the packaging material is to be debited if delivery items are created from handling units in the delivery. Whether delivery items are to be generated for the packaging material and if so, under which conditions Number assignment for handling units Whether the packaging material s tare weight is variable If this indicator is blank, it means that when the total weight of a handling unit changes, the loading weight of the handling unit is determined by taking the total weight less the packaging material s tare weight. If this indicator is selected, it means that when the total weight of a handling unit changes, the tare weight of the handling unit is determined by taking the total weight less the loading weight. Material group packaging-material The material group packaging material is a grouping parameter that can be used to group materials that need similar packaging materials. For example, material group 005 can group small parts that are to be packed in small packages. You can maintain the material group packaging material for all materials that you want to pack. In other words, this field can be maintained for all materials. All other fields given here can only be maintained for packing materials (material type VERP). Allowed packing weight In this field, you can enter a maximum total weight for a handling unit. If the allowed weight for packing is reached, a system message to this effect appears and further packing operations are carried out using a new handling unit, if necessary. Allowed packing volume April

14 SAP AG Packaging Materials In this field, you can enter a maximum loading volume for a handling unit. If the allowed volume for packing is reached, a system message to this effect appears and further packing operations are carried out in a new handling unit, if necessary. Stackability factor The stackability factor indicates how many items of packaging material, such as pallets, can be stacked on top of one another. It is not a control and is therefore for information purposes only. Filling level The filling level is the percentage to which a handling unit should be filled. It is not a control and is therefore for information purposes only. Excess weight tolerance In this field, you can enter a percentage tolerance limit, up to which the allowed packing weight of a handling unit can be exceeded. Excess volume tolerance In this field, you can enter a percentage tolerance limit, up to which the allowed packing volume of a handling unit can be exceeded. Closed This field allows you to control whether the total volume will be changed or remain the same during packing. Integration When packing an open pallet, the total volume changes. When packing a closed box, the total volume does not change. Packaging materials are special types of materials that can be used for packing or for transporting goods. During packing, you must always specify a packaging material so that handling units [Page 10] can be created. 14 April 2001

15 SAP AG Control Parameters Control Parameters Definition You can use control parameters to make settings in the SAP System for the packing and handling unit (HU) functions. Use 1. In order for you to implement the packing function, your system administrator must maintain the following parameters for packing in the Implementation Guide (IMG): Define Number Ranges for Handling Units [Ext.] Define Packaging Material Types [Ext.] Define Allowed Packaging Materials [Ext.] Define Material Group for Packaging Material [Ext.] If you want to use the additional fields that are available for customer-defined modifications of the packing function, choose the Use Handling Unit Supplements [Ext.] activity. 2. You can also maintain the following control parameters for packing in delivery processing: Packing Control by Item Category [Ext.] Define Requirements for Packing in the Delivery [Ext.] 3. If you want to use the HU function in other processes besides delivery processing, you must ensure unique identification of handling units [Page 18]. April

16 SAP AG Packing Instruction Packing Instruction Use A packing instruction serves as a template for the creation of a handling unit. In a packing instruction, you define the materials and packaging materials to be packed in a handling unit. This enables you to reproduce specific customer packaging requirements in the system. You can also automate the packing process by creating a proposal for a handling unit, based on a packing instruction. Features Materials The packing instruction specifies which materials in which quantities are to be packed in one handling unit. Dimensions, weight and volume The dimensions, weight and volume of the handling unit are entered in the packing instruction. You can copy these entries to the HU proposal. The system copies the dimensions from the material master record and uses these values to calculate the weight and volume for the HU in the packing instruction. You now have the option of changing the calculated values. If you change the weight and volume data, the system copies them to the HU proposal as fixed values, without checking them. If you do not change the values, the system calculates the weight and volume entries for the HU proposal dynamically. Documents and short texts The packing instruction can be linked to documents in the Document Management System (DMS), enabling you to provide packing personnel with a detailed description of the packing procedure. Shorter descriptions can be entered as text items in the packing instruction. Items not relevant for HU Any item that you want to appear in the HU proposal but not in the final HU can be flagged as "Not relevant for HU". You use this flag, for example, when a material is only relevant for packing information and not for the HU itself, but its consumption must be mapped in the system. User-defined fields On the Administrative data tab page in the packing instruction, there are 5 user-defined fields, which also appear in the HU proposal and later in the HU. These fields are also included in the print program for the HU label, so that a certain value in a certain field triggers a certain action, for example, an asterisk on the printed label. Multi-level packing instructions There are two types of packing instructions: single-level, which describe only one packing level, and multi-level, which describe several packing levels ( nested handling units). Multi-level packing instructions, therefore, contain subordinate packing instructions. If you want to create handling units with labels (identified HUs) for each packing level, you require one subordinate packing instruction per packing level. 16 April 2001

17 SAP AG Packing Instruction Status management You assign a packing status check profile to a packing instruction. In this check profile, you assign packing statuses to the possible ways in which an HU proposal can vary from the packing instruction. For each individual way that an HU proposal can vary from a packing instruction, you can define whether handling unit creation is permitted with this variance (variance from the target quantity, for example). April

18 SAP AG Unique Identification of Handling Units Unique Identification of Handling Units Use Since a handling unit is a physical unit of packaging materials (load carrier / packaging material) and the goods contained therein, each handling unit must be clearly identifiable. This unique identification is made by using an identification number. The uniqueness of this identification number can be guaranteed within one client by using a number range object. You can only ensure that the identification number is unique system-wide if you assign an SSCC18 [Page 199]. Prerequisites If you want to use the HU function outside of delivery processing, you must make the following settings in the Implementation Guide (IMG) for Handling Unit Management in the External Identification [Ext.] section: 1. To ensure unique number assignment, select the Set Unique Number Assignment for HU Identification [Ext.] activity and set the HU ID unique indicator. 2. To set the type of number assignment, choose the Define Number Assignment for Each Packaging Material Type [Ext.] activity. 3. To set number assignment for HU identification by using a number range interval, choose the Number Range Maintenance for HU Identification [Ext.] activity. 4. If you want to ensure a unique identification system-wide, use the activities in the SSCC Generation Acc. to EAN128 [Ext.] section. Example In contrast to the number range object for handling units, make sure that the SSCC number is 18 characters long. If you activate system-wide SSCC number assignment, you must execute the Define Number Ranges [Ext.] activity, which can be found under Storage Units Master Data in the Implementation Guide (IMG) for Warehouse Management. Then, set the length of the SU numbers to 18 characters in the Conversion exit for storage unit number step of this activity. If you want to process or display a specific handling unit, you can only select that particular handling unit if its identification only appears once in the system. If you allow the same handling unit identification to be assigned several times, the system cannot determine which handling unit you want to process. In such a case, scanner-based processing would not be possible. 18 April 2001

19 SAP AG Handling Unit Management Within Logistics Handling Unit Management Within Logistics Purpose The following process chain provides an example of how Handling Unit Management can be set up for integrated implementation in the relevant SAP modules. Prerequisites So that you can execute the packing functions using handling units, your system administration must first maintain all the packaging-relevant parameters in the Implementation Guide for Handling Unit Management (see also: Control parameters [Page 15]). Process Flow Sales and Distribution You receive a sales order for certain materials. If you have a special agreement with the customer as to the packaging in which this material is to be delivered, you can reflect this agreement by using existing (or creating) packing instructions and a corresponding packinginstruction determination record. You can use this agreement at any point during packing. If the agreement is limited to this particular order, the information is created in the order in the form of a packing proposal. This agreement is then also available during packing in repetitive manufacturing and in the delivery. An availability check is run for the order items. If the system determines that the sales order cannot be filled by using the warehouse stock currently available, a requirement is created for production (in the case of in-house production) or for purchasing (in the case of external procurement). Production A manufacturing order (such as a work order) is created for the respective material on the basis of the order requirement. The raw material required for production is reserved (if it is in stock). Purchasing If the raw material is not available in sufficient quantities, or if the material required for the sales order needs to be acquired externally, purchase orders are created from the requirements generated for material procurement. Goods receipt The vendor notifies the goods recipient of the delivery of the goods by using a shipping notification that also contains the packaging data. The shipping notification generates an inbound delivery that includes the packing information from the shipping notification. If there is no EDI notification, the inbound delivery must be created and packed manually for the purchase order. The handling units are put away and the inbound delivery is posted for goods receipt. April

20 SAP AG Handling Unit Management Within Logistics Quality Management If the packing data is known in the inbound delivery, an inspection lot is created for these handling units and the stock is posted to quality inspection stock upon goods receipt. If the handling units have been put away in HU-managed storage locations, the handling units can be re-transferred since the stock is still managed through the handling unit. Warehouse Management Handling units with raw materials are provided in time for production in accordance with the production requirement. Quality inspection As soon as the quality inspection is complete, the stock in the handling units is posted to unrestricted-use stock or to scrap materials, depending on the usage decision. Inventory Management If the production storage location is not HU-managed, the goods issue of the raw material takes place through an explicit stock posting or through the verification from production. If the production storage location is HU-managed, the goods issue takes place either after successful staging of the materials or through explicit specification of the handling unit. Production The production process is executed and the raw materials are used. The handling units that result from this step are planned. As a last step, the material that was produced is packed, either in production or after production. The handling units that are created in this way are confirmed as implemented. If there was no planning step, the handling units are created directly as implemented handling units. Quality Management If the status of the handling unit changes from planned to implemented (or changes during creation of implemented handling units from production), an inspection lot is created for the handling units. Inventory Management The handling units are posted for goods receipt after verification from production (or in a separate step). Quality Management decides whether the handling unit is to be posted to unrestricted-use stock, inspection stock, or quality-inspection blocked stock. Shipping An outbound delivery is created from the sales order Warehouse Management Transfer orders are created for the materials to be delivered and the handling units are picked from stock. If only partial quantities of existing handling units are required, handling units are created for the picked materials. The picked handling units are confirmed to the delivery. 20 April 2001

21 Container = HU 100 Palette = HU 120 Paket Paket HU 122 HU 121 Palette = HU 110 Paket Paket HU 112 HU 111 Palette = HU 110 Paket Paket HU 111 HU 112 Palette = HU 120 Paket Paket HU 121 HU 122 Container = HU 100 SAP AG Shipping Handling Unit Management Within Logistics The handling units that were picked can be repacked in the delivery. If there is a packaging proposal in the sales order, the delivery can be packed automatically in accordance with this proposal. Goods issue is posted for the handling units. The customer is informed through EDI about this delivery. Storage location 1 Warehouse Mgmt Storage location 2 Goods receipt Qualityinspect. Shipping Goods issue Production Illustration: Goods movements with handling units April

22 SAP AG Packing Packing Use Packing is an independent function within logistics. You can create handling units [Page 10] and assign material items at any point in the packing dialog by entering a packaging material [Page 12]. You can pack the handling units you created into other handling units, and so on, forming as many packing levels as you like (multi-level packing). Features You can use packaging materials and auxiliary packaging materials to create handling units. You can also assign the following material items to handling units: Reservation items Finished products from work orders Finished products from repetitive manufacturing Delivery items Material items without document reference 22 April 2001

23 SAP AG Overviews That Are Relevant for Packing Overviews That Are Relevant for Packing There are different overviews available during packing in which the necessary information is presented. You can use the following overviews to edit handling units: Tab overview This overview displays all functions that are relevant for packing for each sub-view. Automatic packing in the background is available in this overview. You can select this overview in any of the following sub-views: Pack material You can use this overview to pack materials into handling units, delete handling units, or empty handling units. You can go directly to an existing handling unit and edit it by entering its ID and then selecting the detailed view for that handling unit. Pack HUs You can use this overview to pack handling units in other handling units (10 crates onto one pallet, for example), empty and delete handling units, and assign handling units for processing. You can also access a detailed display of the handling units. Packing proposal You can use this overview to pack materials and handling units by using previouslydefined packing instructions or manually-defined packing proposals. Single entry You can use this overview to pack one material per activity with a specific quantity or you can pack one handling unit into another handling unit. This overview is intended primarily for batch activities. Since all function modules for the packing function are available to you, you should avoid using batch input. Total content You can use this overview to display a total overview of all the handling units with the corresponding hierarchy levels. All functions except generation of new items can be executed from this overview. You can also access a detailed display of the handling units. General header data You can use this overview to display the delivery header data, deadlines, and the routes within document processing. When you pack without object reference, this tab contains general header data that is used as default values for creating handling units. For example, you could use this screen to define whether you want to plan handling units, generate handling units that already exist (whose contents was not yet posted to goods receipt) or generate handling units that exist and are already in the warehouse (whose contents was posted to goods receipt). In the Pack material sub-view, all materials that are to be packed appear in the lower half of the screen and all handling units that can be packed into appear in the upper half of the screen. If you would like to go to the hierarchy layout, choose Goto General overview. Hierarchy layout April

24 SAP AG Overviews That Are Relevant for Packing The general overview clearly displays all materials, packaging materials and handling units that were already assembled. You can use this overview to pack, unpack and repack intuitively, for example. All changes to the contents of individual handling units appear immediately. If you want to go to the tab layout, either select Goto All data Pack material or Goto All data Pack HUs. The respective partial overview appears. In addition, you can display all available detailed views by selecting Goto Detailed HU data (Detailed view of your choice). 24 April 2001

25 SAP AG Working with Handling Units Working with Handling Units April

26 SAP AG Creating Empty Handling Units Creating Empty Handling Units To be able to pack materials, you must first create an empty handling unit. In a second step, you can then assign materials to this handling unit; the materials are then packed. 1. In the packing dialog [Ext.], select the Pack material or Pack HUs tab. 2. In the All existing HUs (available for packing) section, enter an allowed packaging material into the Pack. matl field (see also Displaying allowed packaging materials [Page 43]). If you work with external identification numbers, enter these in the Handling unit field. If you only enter one packaging material, the handling unit number is assigned internally according to the settings in Customizing. During packing within delivery processing, you can also enter a customer s packaging material (in the outbound delivery) or a vendor s packaging material (in the inbound delivery) in the CustPackMat. field as an alternative to the packaging material. 26 April 2001

27 SAP AG Pack Pack Use If you want to pack a particular quantity of a material or a handling unit into another handling unit, use the Pack function. Features Using the Pack function, you have different options for packing materials or handling units that already exist. In the Pack materials overview, you can pack a particular quantity of a material into a handling unit; in the Pack HUs overview, you can pack handling units into other handling units. You can use the following packing functions for packing: Packing (see below) Changing packing quantities in handling units (see below) Packing handling units (see below) Packing per partial quantity [Page 29] Packing if full [Page 30] New HU per x HUs [Page 31] Depending on which function you use for packing, the Partial qty and Total quantity input fields have certain effects on the quantity to be packed. Activities To pack materials using the Pack function, proceed as follows: 1. In the packing dialog [Ext.], select the item that you want to pack in the Material to be packed (or Material that is packed) section of the screen and enter the quantity to be packed in the Partial qty field. 2. Select the handling unit into which you want to pack the material and choose Edit Pack Pack. The system sends you either a success message or notifies you of problems, such as the weight or volume limit was reached and not everything could be packed. Changing packing quantities in handling units 1. In the packing dialog [Ext.], select the handling unit in question and choose Goto Detailed HU data Contents. The header data of the selected handling unit is also displayed. 2. Change the quantity accordingly in the Packed quantity field of the handling unit concerned. The packing quantities can no longer be changed in the delivery once goods issue is posted. April

28 SAP AG Pack Packing handling units If you want to reflect packing levels, such as a material that is packed in a box, which is in turn packed into a create or onto a pallet, then you must pack these handling units in one another. 1. In the packing dialog [Ext.], select the Pack HUs tab. 2. In the All HUs that can be packed section, select those handling units that you would like to pack and in the All existing HUs (available for packing) section, select the handling unit that you would like to pack and choose Edit Pack Pack. The system sends you either a success message or notifies you of problems, such as the weight or volume limit was reached and not everything could be packed. If you have selected several handling units for packing, then the handling unit that is highest in the list is packed first. If not all items to be packed fit in this handling unit, the packing operation is automatically continued with the following selected handling units. If you want to pack a specific constant number of handling units into a higher-level handling unit, then choose the New HU per x HUs [Page 31] function. When packing handling units, a maximum of packing levels is possible. For information on reflecting packing levels in handling units, see Editing detailed data for handling units [Page 40]. 28 April 2001

29 SAP AG Packing per Partial Quantity Packing per Partial Quantity If you are packing a delivery item completely, but want to distribute the quantity in equal amounts over several handling units, proceed as follows: 1. In the packing dialog [Ext.], select the Pack material tab. 2. In the All existing HUs (available for packing) section of the screen, create a handling unit with the desired properties, or use a handling unit that has already been created (for further information about creating handling units, see Creating Empty Handling Units [Page 26]). 3. In the Material to be packed or already packed section of the screen, enter the total quantity you want to pack for the item to be packed in the Total quantity field. In the Partial quantity field, enter the quantity that is to be packed into one handling unit, and select this item. 4. In the All existing HUs (available for packing) part of the screen, select the desired handling unit and then choose per part. qty (or use the following menu path: Edit Pack New HU for partial qty of material). The system will then continue to create new handling units, using the partial quantity you have defined as the content of these HUs, until the total quantity of the selected item is packed. This simplifies entry, if, for example, you want to pack 100 pieces of a material in 50 boxes with 2 pieces each. April

30 SAP AG Packing If Full Packing If Full If you want to pack items completely, but do not know in advance how many handling units you require, proceed as follows: 5. In the packing dialog [Ext.], select the Pack material or Pack HUs tab. 6. In the All existing HUs (available for packing) section of the screen, create a handling unit with the desired properties (weight and volume restrictions), or use a handling unit that has already been created (for further information about creating handling units, see Creating Empty Handling Units [Page 26]. 7. In the Material to be packed (or All HUs that can be packed) section of the screen, select the items that you want to pack and enter the total quantity to be packed for the material in question in the Total quantity field. 8. In the All existing HUs (available for packing) part of the screen, select the desired handling units and then choose if full (or use the following menu path: Edit Pack New HU if full). The system will then continue to create new handling units, adhering to the weight and volume limits, until the total quantity of the selected items is packed. 30 April 2001

31 SAP AG New HU per x HUs New HU per x HUs If you want to pack a specific constant number of handling units into a higher-level handling unit, proceed as follows: 1. In the packing dialog [Ext.], select the Pack HUs tab. 2. Choose the New HU per x HUs function (or use the menu path Edit Pack New HU per number of HUs). 3. In the dialog screen in the HU to be created section, enter either a packaging material or a customer packaging material for the higher-level handling unit. This higher-level handling unit is automatically created when this function is executed. 4. In the PackMat.of HUs to be packed section, enter the packaging material of the handling unit to be packed and the number of handling units that are to be packed into/onto new HUs. 5. The system creates a new higher-level handling unit according to the amount entered until there are no more unpacked handling units of the packaging material that you entered. When packing handling units, a maximum of packing levels is possible. For information on reflecting packing levels in handling units, see Overviews That Are Relevant for Packing [Page 23]. April

32 SAP AG Single Entry Single Entry Use You can use a special single-entry screen to manually create new handling units or manually pack individual items in existing handling units. Procedure This screen is also useful for using batch input to complete packing data. 1. Select the Single entry tab in the packing dialog [Ext.]. 2. In the Handling unit section of the screen, enter the data of the handling unit into which materials or other handling units are to be packed. If this handling unit already exists in the system, simply enter its external handling-unit ID. 3. Enter the objects that are to be packed in the Handling unit contents section of the screen. If a delivery item is to be packed, you can enter either the delivery item or the material that is to be packed. If handling units are to be packed, you must enter their external IDs. 32 April 2001

33 SAP AG Unpacking Unpacking If you want to unpack materials or handling units from a handling unit, proceed as follows: 1. In the packing dialog [Ext.], select the Ttl content tab. All handling units and the materials packed in them appear in this overview, along with their respective hierarchical levels. 2. Select the items you want to unpack and choose Edit Unpack. The selected items are unpacked from the respective handling units and reappear as items to be packed. You have used the packing function to pack the same partial quantity of a material in four boxes, which, in turn, were packed onto a pallet. If you want to take a handling unit (box) off the pallet, select that box and choose Unpack. The box is taken off the pallet, but the contents of the box remain the same. For more information about emptying handling units, see Emptying Handling Units [Page 34]. April

34 SAP AG Emptying Handling Units Emptying Handling Units In contrast to unpacking, you can also empty handling units (HUs). To do so, proceed as follows: 1. In the packing dialog [Ext.], select the Pack material or Pack HUs tab. 2. Select the handling unit that you want to empty completely, and choose HU Empty. The handling unit is emptied. The items that were emptied out of the handling unit reappear in the overview of items that are to be packed. You have used the packing function to pack the same partial quantity of a material in four boxes, which, in turn, were packed onto a pallet. If you select one of the handling unit boxes and choose Empty, the contents are removed from the box (the box is emptied). The box is still packed on the pallet HU, however. For more information about unpacking handling units, see Unpacking [Page 33]. 34 April 2001

35 SAP AG Deleting Handling Units Deleting Handling Units If you want to delete a handling unit completely, proceed as follows: 1. In the packing dialog [Ext.], select the Pack material or Pack HUs tab. 2. Select the handling unit to be deleted and choose HU Delete. During deletion, the handling unit concerned is completely emptied and removed from all higher-level handling units. April

36 SAP AG Deleting Assignments Deleting Assignments Just as you can assign handling units to a delivery, it may be necessary to remove or delete this assignment. This can be appropriate, for example, if you find that a certain handling unit is to be delivered with a later delivery than the one that it was originally planned for delivery with. In such a case, you only need to remove the link to the delivery, not delete the entire handling unit. That way, all the information about the handling unit itself is retained. 1. In the packing dialog [Ext.] for the delivery, select the Pack material or Pack HUs tab page. 2. Select the handling unit whose assignment you want to delete, and choose HU Delete assignment. This function is only available during delivery processing. 36 April 2001

37 SAP AG Finding Handling Units Finding Handling Units Depending on the tab you have selected, only a certain number of handling units are displayed in the packing dialog. You can use the Find function to display certain handling units directly by entering the external identification number. 1. In the packing dialog [Ext.], select the Pack material or Pack HUs tab. 2. Select HU Find and enter the desired handling-unit identification. The handling unit is found and appears in the first line, already selected for further activities. April

38 SAP AG Assigning New Numbers for Handling Units Assigning New Numbers for Handling Units Use If, for example, you are going to deliver handling units worldwide, unique number assignment for identification of the handling units is necessary, and it is also a good idea to assign SSCC18 numbers (see also EAN128 [Page 199]). Prerequisites In the Customizing settings for the packaging material type, you must maintain the Handling unit type field. 1. In Customizing, choose Logistics General Handling Unit Management External Identification Define Number Assignment for Each Packaging Material Type. 2. Maintain the HU type for EAN128 field for the relevant packaging material type. Procedure 1. In the packing dialog [Ext.], select the Pack material tab. 2. Select the handling unit for which you want to assign an SSCC Choose Extras SSCC number assignment. Result A new SSCC18 number is generated and automatically assigned to the handling unit. 38 April 2001

39 SAP AG Entering and Selecting Serial Numbers Entering and Selecting Serial Numbers Use You can use serial numbers to clearly distinguish individual objects from one another. Serial numbers allow you to follow up easily on individual goods-movements objects such as the sale of certain goods to a customer. For each packed item, you can select serial numbers in the packing dialog [Ext.], provided the master data of the respective materials is maintained accordingly. A dialog box for serial-number maintenance appears, where you can make the required entries. For more information about serial numbers, see Serial Numbers in Handling Units [Page 190]. Prerequisites The serial number profile that allows serialization in handling units must be entered in the appropriate material master record. For more information, see Entering a Serial Number Profile in the Material Master Record [Ext.] and Creating Master Records for Serial Numbers [Ext.]. Procedure To select serial numbers that already exist in the system, proceed as follows: 1. Pack [Page 27] the material item to which you want to assign a serial number into a handling unit. 2. Go to the Ttl content tab page and select the material to which you want to assign a serial number and choose Extras Serial numbers. A dialog box appears. 3. Choose Select serial numbers. The Serial Number Selection screen appears. 4. Enter the desired selection criteria and choose Program Execute. The Serial Number List screen appears, where the selected serial numbers are listed. 5. Select the serial numbers you want to copy, and then select Choose. Result The serial numbers you have selected are copied into the dialog box and assigned to the handling unit items. April

40 SAP AG Editing Detailed Data for Handling Units Editing Detailed Data for Handling Units You can use the detailed data to change individual information items in the handling-unit header and item data. To access the detailed data of a handling unit, select the handling unit concerned and choose the following menu paths: Goto Detailed HU data Detailed view / volume Goto Detailed HU data General details Goto Detailed HU data Auxiliary packaging material details Goto Detailed HU data Additional data Goto Detailed HU data Means of transport data Extras Messages Goto Detailed HU data Contents Goto Detailed HU data History If the handling unit is in the warehouse, the function bar will include a link to the storage unit. In addition to detailed HU data, an overview of all handling units appears in a hierarchical display. You can place the cursor on a handling unit in this hierarchical display and the detailed view of that handling unit appears. You can maintain the following details: Weight/Volume/Dimensions In this overview, weight, volume, and dimensions data appears (examples include tare weight, tare volume, allowed weight and allowed volume). Here you can change the tare weight and tare volume determined from the material master for the handling unit. Furthermore, you can adjust the loading weight and loading volume, and also maintain the respective tolerance values. You would use this overview if the handling unit was weighed and measured before loading, for example. You can then maintain the data that differs from the planned data. General data In the upper section of this overview, you see the general data about the packaging materials (packaging material type and packaging material category). You can also change the plant and the storage location of the packaging material here. This makes sense, for example, if a handling unit is to be assigned to a delivery later (or if the handling unit was created in the delivery) and the plant and storage location are known for the item generation in the delivery. In this case, a delivery item can be generated for the packaging material. It is then possible to execute inventory management and billing for the packaging material. 40 April 2001